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UNUM Director, Investment Income, Global FP&A in Chattanooga, Tennessee

Job Posting End Date: 10/04

Unum is a company of people serving people. As one of the world's leading employee benefits providers and a Fortune 500 company, Unum's financial protection benefits help protect more than 36 million working people and their families from the financial impact of illness or injury. Unum's three distinct, but similarly focused US businesses – Unum US, Colonial Life, and Starmount Life – are each a market leader in making disability, life, accident, critical illness, dental, and vision insurance accessible in the workplace.

Headquartered in Chattanooga, Tennessee, Unum has significant US operations in Portland, Maine, Worcester, Massachusetts, and Glendale, California with over 35 field offices nationwide. Colonial Life is headquartered in Columbia, South Carolina with over 40 field offices nationwide. Starmount Life is based in Baton Rouge, Louisiana, and is the dental and vision center of excellence for Unum in the US.

General Summary:The incumbent is responsible for Net Investment Income (NII) allocations for reporting and planning. This role also serves as owner of Anaplan NII model and is expected to master as well as continually enhance this platform. Other duties will include analyzing the impact of ALM, ERM, regulatory constraints and GAAP or statutory accounting on portfolio strategy development as well as performing NII sensitivity analysis and what if analysis to evaluate potential investment strategies. The selected candidate must partner effectively with business unit planners and CFOs, Asset Liability Team, and Investment Accounting and provide quantitative analysis in support of portfolio strategy development.

Principal Duties and Responsibilities

  • Design and drive monthly NII planning & reporting processes

  • Seek out and maintain cooperative, productive cross-functional partnerships throughout the global enterprise

  • Direct maintenance of various systems and data assets that support the specific financial area(s) of responsibility

  • Review existing processes and procedures and streamline activities to increase productivity

  • Research, recommend, and implement new technical solutions to functional area(s) of responsibility

  • Present reporting and analysis to senior management. Proactively identify and research unusual trends and make recommendations. Lead detailed analyses and forecasts complex aspects of financial performance

  • Develop Board of Director and executive presentations

  • Monitor industry trends and issues in support of business needs and assesses impacts

  • Model positive change management, leading individuals and teams through new operating models and methodologies, creating opportunities for discussion and deliberation

  • Build agility and resilience within teams and broader Finance organization to drive transformation

  • Provide coaching and mentoring to assist individuals in achieving their full potential; Build bench strength and core competencies for the organization

  • Seek out opportunities to increase business knowledge and create visibility within the organization

  • Maintain a comprehensive working knowledge of Unum Group’s finance functions, processes, reporting systems, and requirements

Job Specifications

  • Bachelor’s degree required

  • Six+ years relevant work experience in the finance department of large corporation

  • Analytical problem solver

  • Intermediate Excel skills necessary, Anaplan experience preferred

  • Strong communication and collaboration skills

  • MBA, CFA, CPA, FSA and/or ASA preferred

  • Comprehensive knowledge of finance at practical and policy levels and the technical skills required to support it

  • In-depth understanding and application of financial services and/or insurance sector accounting preferred

  • Strong negotiation and partnership skills, across all levels of management, with ability to influence and challenge decisions and processes

  • Ability to frame up issues, options, and solutions using financial data for business decision-making

  • Experience navigating change in a positive manner with both individuals and teams

  • Experience working with all corporate levels including senior management and external contacts

  • Proven ability to work in fast-paced, detailed, and deadline-oriented environment by balancing multiple priorities and resources simultaneously

  • Excellent conflict resolution and facilitation skills

  • Operates with strong conceptual thinking rather than strictly in a 'rules' framework


Unum and its family of businesses offer world-class training and development, generous compensation and benefits packages, and a culture built on employee ideas.

Unum is an equal opportunity employer, considering all qualified applicants and employees for hiring, placement, and advancement, without regard to a person's race, color, religion, national origin, age, genetic information, military status, gender, sexual orientation, gender identity or expression, disability, or protected veteran status.



A Fortune 500 company, Unum’s family of 10,000 employees spans three countries and dozens of office locations. Our employees focus each day on delivering financial protection benefits to millions of workers and their families when they need it most.

The Unum enterprise includes Unum in the U.S. and U.K., Colonial Life and Starmount Life Insurance – each a market leader in making disability, life, accident, critical illness, dental and vision insurance accessible in the workplace.